Estee Advisors

Key Responsibilities1. Business Development & Revenue Growth- Drive the institutional sales strategy for long-only clients to achieve revenue, market share, and client coverage objectives.- Expand the firm's reach across domestic and foreign institutional investors (DIIs and FIIs).- Identify, engage, and onboard new institutional clients, including mutual funds, insurance companies, and global long-only investors.- Deepen wallet share by promoting equity research ideas, corporate access, and execution capabilities.2. Client Relationship Management- Build and maintain strong relationships with fund managers, CIOs, and senior analysts at institutional funds.- Serve as a trusted advisor by delivering actionable investment insights, sectoral updates, and company intelligence.- Facilitate seamless client servicing through timely dissemination of research, management interactions, and market events.- Ensure client satisfaction and long-term retention through proactive and personalized engagement.3. Collaboration with Research & Trading Teams- Align client coverage priorities with the research team's focus areas.- Coordinate with the trading desk for high-quality execution and efficient order management.- Partner with analysts to organize corporate roadshows, conferences, and thematic events.4. Market Intelligence & Strategy- Track market developments, fund flows, and sectoral positioning to identify new business opportunities.- Provide insights on macro and micro trends, portfolio shifts, and emerging investment themes.- Contribute to strategic initiatives to strengthen the firm's positioning among institutional investors.5. Leadership & Team Management- Mentor and develop junior sales professionals and associates.- Foster a collaborative, research-driven, and client-centric culture within the team.- Support capability building and succession planning within the institutional sales function. (ref:iimjobs.com)